Figure 3.5 — The Credit Note form. Drawing to be produced after the UI/UX pass: annotated capture of the credit note form naming a credit line, the invoice allocations, and the totals block.
- Code — the note's number (CN-…).
- Customer — whose account is being credited.
- Date — the date of the correction.
- Notes — why this note exists. Write it for the auditor and the customer, not for yourself: "12 bags returned damaged, invoice SI-…" ages better than "error".
The Credit Note Lines:
- Product — what is being credited, where it is a product.
- Description — free text for credits that are not a product: a price correction, a goodwill amount.
- Quantity and Unit Price — how much, at the price the original sale used.
- Ext. Amount and VAT — computed per line; the tax unwinds by the same rules that raised it.
Invoice Allocations — optional while drafting, decisive on posting: the Invoice this note credits and the Amount applied to it. Allocations reduce what those invoices are still owed; the unallocated remainder stands as the customer's credit. Credit Note Totals — Subtotal, VAT, Credit Note Total — close the form.